See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,253 | $165,335-76.3% | $149,696-73.8% | $158,922-75.3% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 22.59% | 348.15%-325.6pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,554 | $5,103-69.5% | $4,644-66.5% | $4,761-67.4% |
| Participant deferral / active EE | $8,111 | $7,181+13.0% | $6,842+18.6% | $5,982+35.6% |
| Admin fee / account holder | $156 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |